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Eaton Financial Holdings’s Amgen AMGN Stock Holding History

Eaton Financial Holdings’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Sell
755
-540
-42% -$185K 0.08% 116
2026
Q1 		$456K Sell
1,295
-194
-13% -$69.2K 0.15% 91
2025
Q4 		$487K Sell
1,489
-197
-12% -$62.5K 0.13% 100
2025
Q3 		$476K Sell
1,686
-519
-24% -$151K 0.13% 96
2025
Q2 		$616K Buy
+2,205
New +$625K 0.19% 76

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eaton Financial Holdings's AMGN Position: Q2 2026 in Review

Eaton Financial Holdings reduced its Amgen (AMGN) stake by 42% in Q2 2026, selling an estimated $185K and leaving 755 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #116.

Eaton Financial Holdings first reported a position in AMGN in Q2 2025 and has held it in 5 quarters since. The position peaked at $616K in Q2 2025. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Eaton Financial Holdings held 755 shares of Amgen worth $273K as of Q2 2026.
  • Eaton Financial Holdings sold 540 Amgen shares in Q2 2026, an estimated $185K.
  • Amgen made up 0.08% of Eaton Financial Holdings's portfolio in Q2 2026, its #116 holding.
  • Eaton Financial Holdings first reported a position in Amgen in Q2 2025 and has held it in 5 quarters since.
  • Eaton Financial Holdings's Amgen position peaked at $616K in Q2 2025.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.